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NDVAX vs WCMFX
NDVAX vs WCMFX Comparison
Open Charts NDVAX vs WCMFX
MFS New Discovery Value A
Price$17.39
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets2.7B
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
NDVAX vs WCMFX Comparison Chart in %
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NDVAX vs. WCMFX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NDVAX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
NDVAX has more cash in the bank: 2.7B vs. WCMFX (21.8M). NDVAX pays higher dividends than WCMFX: NDVAX (1.28) vs WCMFX (0.00). NDVAX was incepted earlier than WCMFX: NDVAX (14 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than NDVAX (1.22). NDVAX is a more actively managed with annual turnover of: 34.00 vs. WCMFX (15.00). NDVAX has a lower initial minimum investment than WCMFX: NDVAX (1000) vs WCMFX (100000). NDVAX annual gain was more profitable for investors over the last year : -9.67 vs. WCMFX (-20.62). NDVAX return over 5 years is better than : 31.22 vs. WCMFX (23.45).
| NDVAX | WCMFX | NDVAX / WCMFX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.22 | 1.45 | 84% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -3.358 | -5.509 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 21.8M | 12,381% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | -9.67 | -20.62 | 47% |
| Returns for 3 years | 7.69 | 16.46 | 47% |
| Returns for 5 years | 31.22 | 23.45 | 133% |
| Returns for 10 years | 43.13 | N/A | - |
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